Trust Services

Smith Capital Advisors (SCA) provides clients with access to a suite of Trust Services that allow clients to access SCA for generational planning.

SCA can provide corporate trustee arrangements when corporate trustee services are needed or desired. SCA assists clients with taking advantage of Northwestern Mutual’s Trust Alliance program – facilitating introductions to up to 5 independently owned and operated trust companies, located in various parts of the country. This alliance allows SCA to act as the investment advisor and relationship manager to the individual and/or family, which provides continuity in lifetime and generational planning.